Last Update: 31 December 2021

The Warren Buffett Portfolio obtained a 9.38% compound annual return, with a 13.73% standard deviation, in the last 25 Years.

The US Stocks Portfolio obtained a 9.88% compound annual return, with a 15.71% standard deviation, in the last 25 Years.

Summary

Swipe left to see all data
Warren Buffett Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
25 Years Stats Return +9.38% +9.88%
Std Dev 13.73% 15.71%
Max Drawdown -45.52% -50.84%

Last Update: 31 December 2021

Historical Returns

Comparison period starts from January 1977

Swipe left to see all data
1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
Warren Buffett Portfolio +3.80 +9.42 +9.81 +24.59 +17.06 +15.11 +9.38 +11.27
US Stocks Portfolio +3.79 +9.11 +9.08 +25.67 +17.96 +16.29 +9.88 +11.79
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1977.

Swipe left to see all data
Year Warren Buffett Portfolio US Stocks Portfolio
2021
+24.59% +25.67%
2020
+19.19% +21.03%
2019
+28.46% +30.67%
2018
-3.84% -5.21%
2017
+19.83% +21.21%
2016
+10.69% +12.83%
2015
+0.96% +0.36%
2014
+12.08% +12.54%
2013
+29.44% +33.45%
2012
+14.59% +16.45%
2011
+1.43% +0.97%
2010
+14.55% +17.42%
2009
+24.66% +28.89%
2008
-32.35% -36.98%
2007
+6.30% +5.37%
2006
+14.32% +15.69%
2005
+5.58% +6.31%
2004
+9.73% +12.79%
2003
+25.87% +30.75%
2002
-19.13% -20.47%
2001
-10.04% -10.97%
2000
-7.27% -10.57%
1999
+19.15% +23.81%
1998
+26.49% +23.26%
1997
+30.52% +30.99%
1996
+21.03% +20.96%
1995
+34.91% +35.79%
1994
+1.01% -0.17%
1993
+9.53% +10.62%
1992
+7.36% +9.11%
1991
+28.35% +32.39%
1990
-2.00% -6.08%
1989
+29.38% +28.12%
1988
+15.17% +17.32%
1987
+4.71% +2.61%
1986
+17.29% +14.57%
1985
+29.49% +31.27%
1984
+6.99% +2.19%
1983
+19.96% +22.66%
1982
+21.09% +20.50%
1981
-3.26% -4.15%
1980
+29.60% +33.15%
1979
+17.05% +24.25%
1978
+5.62% +8.45%
1977
-6.77% -3.36%
Share this page